A fixed three-month sequence that builds the full legal, digital, and clinical infrastructure of an independent practice — while you're still collecting your current paycheck.
Built for PMHNPs, NPs, PAs, PTs, OTs, LCSWs, LPCs, and licensed psychologists
The backbone of your practice is filed, submitted, and in motion. Every step in Month 2 depends on what gets done here — which is why nothing else starts until this is complete.
LLC or PLLC registered in your state. Articles of Organization filed. EIN issued by the IRS the same day. Business banking account opened.
Your individual NPI verified and updated. Group NPI (Type 2) applied under your new business entity — required before any insurance billing can occur.
Your CAQH profile built or updated correctly — the single data source that most payers pull from during credentialing. Getting this right in Month 1 prevents delays in Month 3.
Applications submitted to your target payers. Processing takes 90–120 days — starting in Month 1 means you're credentialed by the time you see your first patients.
Independent practice malpractice policy confirmed. DEA registration verified or transferred to your new entity where required by specialty.
Your current contract reviewed for non-competes, restrictive covenants, patient solicitation clauses, and notice requirements — before you make any moves.
While credentialing processes in the background, your entire digital presence and payment infrastructure goes live. By the end of Month 2, patients can find you, book you, and pay you.
A conversion-optimised clinical website — built on your domain, HIPAA-compliant, with your specialty, services, bio, and booking widget live.
Stripe set up for HIPAA-compliant cash-pay collection. Insurance billing account activated with your clearinghouse. You're ready to get paid from Day 1.
HIPAA-compliant scheduling platform configured and integrated with your website. Telehealth room live and tested. Patients can book directly.
Electronic health records platform selected and configured for your specialty. Note templates, workflows, and billing codes ready before your first appointment.
Patient intake forms, informed consent documents, practice policies, and HIPAA notices — built, reviewed, and embedded in your scheduling workflow.
Psychology Today, Zocdoc, Headway, Alma, and specialty directories — profiles built and published so patients can find you before the first ad campaign runs.
The pipeline opens. Campaigns go live. Referral relationships are activated. First inquiries arrive. You manage your transition out of employment with patients already confirmed on your calendar.
Targeted ad campaigns live on Meta (Facebook/Instagram) and Google — built for your specialty, your location or telehealth service area, and your target patient population.
Your referral map built. Target referrers contacted — PCPs, ERs, schools, community mental health organisations, and specialty clinics depending on your practice model.
Your intake workflow tested end-to-end with real inquiries. Phone scripts, scheduling flow, insurance verification, and intake packet delivery — all running before you give notice.
Revenue on the calendar before your employment ends. The goal is a confirmed caseload in place — not a practice waiting for patients — when you hand in your notice.
Notice given on the right timeline. Transition managed in compliance with your employment contract. Patient communication handled correctly to protect your relationships and your licence.
Four weeks after launch: caseload assessed, campaign performance reviewed, billing reconciled, first insurance claims tracked, and Month 4 growth plan set.
The 90-day framework isn't a course about building a practice — it's the buildout itself. Each pillar is a functional piece of operational infrastructure, not a plan or a checklist.
The legal and credentialing foundation that allows you to operate, prescribe, and bill as an independent practitioner.
The digital presence and payment infrastructure that lets patients find you, book you, and pay you — compliantly, from day one.
The patient pipeline that fills your calendar before you leave employment — not after.
On Day 90, every deliverable below is live, functional, and producing. Not drafted. Not in progress. Built.
Every client follows the same 90-day sequence and lands at the same destination. The tier you choose determines who does the work — and how much support you have along the way.
You build it. Self-paced.
Self-paced digital course
Guided. With support.
90-day guided cohort
Done for you.
90-day done-for-you buildout
Pick your tier, book your strategy call, and start Month 1 while you're still collecting your current paycheck.
Not sure which tier fits? The strategy call is free. We'll tell you exactly where to start.